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Advisors / New York / Melville
29yrs

Robert Gibson

Financial advisor at Wells Fargo Advisors

Robert Gibson is a fiduciary financial advisor in Melville, New York, with 29 years in the industry. Robert joined Wells Fargo Advisors in 2025, after seven years at Ameriprise Financial Services and four years at Investment Professionals. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.

Melville, NY 11747Top 19% by experience nationwideFiduciary advisor

At a glance

Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office510 Broadhollow Rd. Suite 209, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2025 – now
  2. 2018 – 2025
  3. 2015 – 2018
    Investment Professionals, Inc.Previously
  4. 2008 – 2013
  5. Apr 2007 – Dec 2008
    Morgan Stanley & Co. LLCPreviously
  6. Sep 2005 – Apr 2007
    Morgan Stanley DW Inc.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Robert Gibson. Robert works from the Melville, NY office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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